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Scenario Overview

In some situations you may need a CRM Action to return parameter and to implement the parameter values into a formula. Below is an example of how this can be be implemented.

We have a variable SaleTaxRate defined in a Process Action which can be called by multiple entities when needed. We require this to be integrated into a North52 formula to calculate the tax rate and consequent total amount for the estimated value in an Opportunity. 


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